Member Info for LemonTree1

GDP by purchasing power parity (PPP) is the correct way to calculate the true wealth of a country rather than GDP per Capita. Russia GDP PPP is up there in the top 10 with a high GDP by purchasing power parity. Europe and UK are failing.

Both Russia and Ukraine have both lost many troops and devoted lots of economic resources and vast amounts opportunity cost to this War. The propaganda fog of war has certainly projected Ukraine in Western media is apparently winning war yet the reality on the war front is quite the opposite. Time will reveal the truth and “History is written by Victors.” , yet I'm sure Hollywood can make losers look like winners.

The big winners of the Ukraine war are US and BRICs. For example, USA the biggest backer and influencer of this war has brought lots of Ukrainian farm land which is bigger than the size of Donbas since pushing the 2021 IMF structural reforms of allowing foreigner land ownership in Ukraine, pushed up the lend-lease loans onto Ukraine excess of $50bn+ , weaken Russia is money well spent as mentioned by a US republican senator and to re-enforce a long aged phrase " the purpose of NATO was "to keep the Soviet Union out, the Americans in, and the Germans down." by Lord Ismay NATO Secretary General in 1952 - 1957.

Yes.... Russia will need to achieve it's SMO objectives and that means, winning the war, regime change in Ukraine, de-naz1fication and Ukraine and it's western backers losing it all. This echos like the Vietnam War where USA and their western backers lost everything (assets/loans/etc) as losers. Minsk 1 and 2 agreement (A ruse to build up Ukrainian military in Donbas) failed and Budapest peace deal torn up; so Ukraine's future now remains a lot bleaker than prior to the start of this war.

Anyone that believes the Ukrainian neo-naz1s are not in control of Ukraine then ask yourself would a country allow new monuments, rename avenues and have open celebrations to Stephen Bandara a Naz1 sympathizer who left behind a horrific legacy. Ukraine's government is infested with them and you can't have peace Ukraine and in Europe.

Let peace prevail in Ukraine soon and FXPO to survive this war. The best scenario is Ukraine will be smaller and be like Georgia with a independent functioning government and with National security laws. This remains a pointless war like any war and NATO is not a defensive organisation. Yugoslavia \ Libya never attacked NATO countries and NATO failed to exercise article 1 to sit down and talk but to be aggressive in nature and attack sovereign countries with own internal issues.

Sanctions don't work.

If they did work then why don't you help out the UK OAP whom lost on their winter fuel allowance, tell British Airways / Virgin to open flights to Asia or ask our UK farmers to produce cheaper foods?

We (UK) are getting poorer as a country and even our nation dish (Fish and Chips) just got more expensive because of expensive fuel cost and UK no longer allowed to fish in Russian seas for Cod.

UK = "Cutting off one's nose to spite one's face"

You think its hurting Russia but its actually hurting the UK as well.

- Russia is sanctions resilient to the West whilst the West are stuffing their face with cheap Russian gas\oil, titanium, uranium and fertilizers which is far more than when this war started. Just because the West buy Indian oil at 3x the price of Russia oil it doesn't mean it's a good thing when India buys Russia oil at a 0% - 20% discount.

- Another hit on the Ukraine's electricity infrastructure will certainty hurt FXPO production this winter as well as flood Europe with more Ukrainians to seeking help. I can only assume Russia might attack Ukraine's electricity infrastructure if Ukraine attack deep into Russia with the elusive long range Western supplied missiles.

- Odessa sea port has been attacked again by Russia so this will only impact FXPO pellet transportation via sea (boat).

- Russia will need to take the Dnipropetrovsk oblast before setting foot on the Poltava oblast. So I can only assume another 4 oblast will be Russia's target and these will be the oblasts next the the 4 oblasts which Russia and the Ukrainian people of these oblasts have declared as Russia territory. They say South Ukraine is marsh land which is prone to flooding (dams controls the water levels) and hence Russia will need to take more land beyond the Dnipro river.

- Cash is trash as most countries in the deep south are buying Gold with zero counterparty risk.

- Russia car industry has shifted to Asia \ China and it's Europe loss in terms of production plants in Russia sold at a discount and Russian customers and businesses buying Chinese EV's and substitute car parts. Sanctions never work and there's always a black market to circumvent these western sanctions.

- The Moscow Times is a western newspaper (founded by US and European expats) and they are now based in Amsterdam and not in Russia. Not a good read like western legacy news\media. Try X or Telegram and some YT channels.

- Evraz plc sanctioned and SP and trading frozen on the London Stock Exchange. Far better for Evraz and Polymetals to list on one of the China stock exchanges to held western shareholders not lose out on their frozen assets.

- MM are definitely keeping FXPO SP high whilst still offloading a big shareholder out FXPO holdings. In 20th Sept around 9.2m share sold on that day and over the last 7 weeks there's been around a total of 10m more sells of FXPO than FXPO buys.

- Pier Morgan that liar journo with a criminal past. Not to be trusted yet I credit him for given two perspectives on his YT channels rather than legacy news.

War kills economies. Just look at Europe too or buy a dozen of eggs from Tesco's. My £1 is worth a lot less because of inflation attributed to this war and UK simping up to US policies (Ex-PM BoJo makes £5m a year and certainly did throw UK onto the rubbish heap). Far better to use my trash cash to buy risky FXPO shares in the hope of hitting it big in the future. Diamond hands needed in buying and holding FXPO especially when FXPO made a loss of $84m

10 Old shares equals 1 New share as of today.

Who's side are we on during the WW2 and WW1 and why has this changed?

Newsnight: https://youtu.be/5SBo0akeDMY?si=x4Jf2mSmLu76lFVS

Troajan.

Care to tell us these examples?

"John mearsheimer?

he also gives out a lot of misinformation,hidden inbetween actual facts."

Alex,

It's not anti western Rubbish. Too many things are just too real yet us plebs never get a chance or time read and watch it on western news\ media.

https://www.congress.gov/bill/118th-congress/house-bill/1157

Plenty of white papers are created by think tank organisations (i.e. RAND) which have later been executed governments to make come true.

For those that are eager to read these white papers, they do given a likely scenario outcome in the future.

For example, John Mearsheimer played out an likely outcome of a Russia\Ukraine War back in 2015 (pre war days) and his predicts have proved true. A bit of hindsight does help to go long or short on a share, currency or country. It's all part of risk management on holding, selling and buying FXPO.

https://www.youtube.com/results?search_query=john+mearsheimer+2015

Doesn't matter if you're a useful idiot, a commie or whatever pleb or minion, a fact is a fact and the truth will eventually come out in the open thus reinforcing the EMH (efficient markets hypothesis). You just need to be one step ahead of the game to reap these super normal returns in stock investing. If you don't see out the missing component to alpha then just ask Nancy Pelosi for a few investment tips.

I doubt China is in less of a pickle than most western countries when it comes to their steel industry.

It's still making trade surpluses and profits that really matters in exporting steel and China can shop around the world for the cheapest iron ore / iron ore pellets to help keep it's steel industry being the lowest cost producer.

Yes... China's property \ construction sector is down in recession yet they also can leverage off selling steel on the cheap to other countries and also help use this surplus steel production in their BRI projects.

Yes... China is facing an aging population like the western countries too but when you look at their steel industry, it's highly automated and uses AI to streamline it's business operations. The reality is they import cheap fossil fuel energy from Russia, Mongolia and iron ore or pellets from Ukraine, Africa, Russia, Brazil, Canada, Peru and Australia. Labour cost is still cheaper than countries like UK, US, Japan, etc. The only competition I foresee in the steel industry from India. Reality bites... Irrespective which industry and country you're operating in, you need the factors of production to be better and cheaper than your competitors. Do the west match up or better than China or are we in the West hood-winked

to believing our adversaries are doing less well to quash any decent in making our government accountable for their poor doings or our industry / businesses to carry on not innovating in a highly competitive world.

I wouldn't put too much faith in BBC, Reuters and FT reporting on China (half truths, more lies and more hate mongering) as they're tool to stuffocate a balanced news reporting as funded by the US Deep State.

https://responsiblestatecraft.org/china-cold-war-2669160202/

Heck... The UK could do with cheap high speed rail, cheap electricity as they're both ideal in increasing a country's productivity. Yet.. we SIMP too much across the pond making us buy now US LNG at for times the price and cancelling a EDF / China nuclear energy project at a tune of £100m thus depriving us Brit's and Industry cheap electricity. Oh how good it to be to not worry about the winter fuel allowance or that Port Talbot Steel industry be in a better position using cheap energies. We've forgotten that social cost is not a restrain to a country's development and in some cases it can magnify the private and social benefits to society thus potentially making this country GREAT.

Why waste $1.6bn to bash a country? Could money be better spent elsewhere is society than enriching media and warping our minds?

https://responsiblestatecraft.org/china-cold-war-2669160202/

Remember, don't let the bad news cloud your judgement.

Investing in FXPO is like seeing a phoenix rising from the ashes.

Investing is China is like Warren Buffet 30x on his China BYD investment.

The geopolitical risk are easing for FXPO as the lust for the continuation of Ukraine War day by day diminishes (delepleted western weapons/ troops) and the war funding pivots toward the new Middle East conflict.

Lots of Buys this week for FXPO compared to Sells last week. Good support at 40p and anything below 40p is a bargain punt.

FXPO still a risky share where at a roll of the dice, you can lose it all or win big as a multibagger share. Finger crossed and let peace prevail soon in Ukraine.

Looking at the FXPO trades over the last 2-3 weeks, a broker was off-loading (selling) around 9m+ FXPO shares for it's client around the 40p (no less) mark. Lots of support buys around 40p and plenty of sneek in buyers below the 38p-39p range.

The March\April 2022 Russia\Ukraine peace deal signed in Turkey was a follows:

a) Donbas be part of Ukraine but Donbas will have authonomy to govern itself.

b) Ukraine could seek EU membership but not join NATO or any military block.

c) Crimea remained defacto in Russia's control.

d) Reduced Ukraine's armed forces to a certain size (like 300k troops to 85k troops) , no foreign weapons stationed in Ukraine and missiles limited to 25miles.

e) The Russia language re-established on par with Ukrainian language in Ukraine.

f) Peace treaty with security guarantees by US, UK, China and France to defend Ukraine's neutrality if voilated.

The tennative peace deal was signed between Ukraine and Russia and later ripped up (reneged) by Ukraine when Boris unannounced visited Ukraine. Israel's PM Bennett stated that Boris killed the peace deal and it was also later confirmed that NATO (US and UK) killed the deal as confirmed by top Ukrainian officals. https://www.youtube.com/watch?v=J-ai4XMdDuU

The future is not good for FXPO as Ukraine get smaller in terms of losing 20% of it's territory, countless of lives lost, falling into big debt for an economy and the mass destruction throughout Ukraine by Russia. The success of FXPO SP is linked to peace between Ukraine \ Russia and yet at the moment there's just too many unknown variables which could push the FXPO SP lower. It's not unusal or anyone's guess to see the current FXPO SP fall to the lows like 12.5p in 2016 or 14.5p in 2008 which Ukraine and FXPO were a lot stronger prior to this war.

This week: FXPO shares sold = 11.8m and FXPO shares brought = 2.1m.

There majority of the FXPO shares sold was today and this was 9.6m and is an outlier day when compared to the last 5 weeks FXPO buy\ sell trades. Looks like a Big Fish shareholder exiting or reducing holding FXPO.

JD Vance (Trump's VP) talked about a ceasefire in the Ukraine war which echoed something similar to the China ceasefire laid out in Feb 2023.

Looks like the Biden administration wants to drag out the Ukraine war until post Nov 2024 US elections as Ukraine ceasefire or loss would certainly reduce a Kamala \ Waltz democratic party winning the US elections. Yet it doesn't surprise me that the current US Biden administration will lock in more US funding for fuelling the Ukraine war now as to guarantee that the war continues right into 2025. More money for the western Military Industrial Complex as they pile in the western weapons into Ukraine.

As for FXPO, this uncertainly of more funding into the prolonging this war will certainly depress FXPO SP yet hopes of Trump ending the war in his new presidency will cast growth in the FXPO SP. In addition, looks like the western media winds are blowing in favour of a ceasefire in the Ukraine war and this can only be a good thing to preserving what little if left in Ukraine, stopping of wholesale destruction of FXPO business and encourage people to buy and hold FXPO shares.

For now, these long-range missiles are a no green light for US to give to Ukraine as warned by Russia; yet anything is possible in the future as NATO (UK and US) have no reverse gear into exploring any ceasefires which cast uncertainly in FXPO SP.

FXPO trading volumes are small. Big FXPO buy trades are matched by big FXPO sell trades so pretty much a ranging SP movement. Will continue to hold FXPO and buy more FXPO on big dips.

Evanescent - 'regulatory breach fine'........"have they breached UK regulatory law?"

Defamatory...That's you!

Next time, read the article if you wanna know more about the legal issue affecting FXPO and also in which country.

Evanescent - This company is a multinational company operating \ trading and registered in an array of jurisdictions (UK,CH, UA) and thus have to abide the laws specific to the country.

I'm not sure what UK laws FXPO have breached.

Ditto. "(multi bag) or nothing (wipe out) share". Far better to buy at a lower price given the risk and rewards are more favourable to us retail investors.

Having looked at the morning trades for a few days, for any sizeable big buy in FXPO this was followed by sizable big sells in FXPO. Looks like people or a big holder wants to exit holding FXPO shares whenever there's a positive upwards movement in FXPO share price.

The legal dispute is regarding this (see below link).

https://www.proactiveinvestors.co.uk/companies/news/1042831/ferrexpo-falls-after-ukraine-prosecutor-moves-to-freeze-bank-accounts-1042831.html

I'm suspect the company will be slapped with a regulatory breach fine yet the beneficial owner (main shareholder) of FXPO is not liked by the current Ukrainian government so its hard to put a weighting on this legal risk.

Krok - A long time ago, I discounted buying ENW.L and brought JKX.L instead in which I made some money on. Funnily enough I don't like investing in any company that have a habit of change their company name, as if they're trying to hide their past bad deeds.

At the moment, I'm sticking to holding big oil companies like Shell and BP for dividend income given I brought these two company during the Covid lockdown period where the oil futures contracts were priced negative. These two companies yield me between 8%+ to 11%+ in dividends a year and I'm mindful oil companies might not be the right sector to invest in as we transition away from fossil fuels and into clean energy. Yet there's still life in using fossil fuels and FXPO \ Ukraine will certainly use it to help keep the Blast furnaces running and Iron ore pellet production as cheap as possible.

As for small oil or gold companies, it's the luck of the draw if they strike it lucky in a new resource discovery where they can be multi-baggers overnight yet you could also lose it all if they proved to be a lemon of a stock. Pretty risky...

I do like companies that have proven to make money and a hidden gem in the rough especially in Eastern Europe where cost are lower and people are extracting wealth from being a member of the EU over the years. If Ukraine ever joins the EU then there's potential in buying these new Ukrainian London listed European companies in the future.

Ditto...I see lots of 77th brigade posting here .

Nevertheless, I'm a truth seeker and not going to be clouded any side in my investment decision making on FXPO.

FXPO paid handsome dividends in 2021 just before the war and this company has the potential to become a multi-bagger in the future. Hold, Hold..... (Braveheart) on your FXPO buys until the time arises!

Evanescent - I do own £1.6k in FXPO now yet sold out £30k back in 2021. Waiting to buy back in if the stars align.

My concerns are risk management to owning or acquiring more FXPO shares and looking at both sides of the coin for indicators of the likely SP direction irrespective who's is the scum involved in this war and impacting FXPO \ Ukraine.

I listen to all garbage information \ data too and discount to filter out when required.

Not buying FXPO. Will bottom fish to buy this stock in the future.

- NATO are injecting long range weapons for Ukraine to attack further into Russia and thus prolonging the proxy war.

- No peace talks because Ukraine needs abandon it's own law not allowing peace talks with Putin.

- Putin mentioned no peace talks until Kursk incursion by Ukraine is remedied.

- Western countries are cash strapped to re-build Ukraine at the expense of not helping the own weaken country. So unlikely to have a Marshall plan for Ukraine, yet Ukraine is welcomed to go into debt to buy more western weapons via lend-lease or get foreign company to buy their national assets on the cheap. The hryvnia currency will crash without western support.

- An on-going war means Russia can cripple the electricity infrastructure and hence limit energy to stop FXPO production and also magnify the exodus of Ukrainians to leave Ukraine.

- An on-going war means Russia will make it difficult \ costly for FXPO transport its goods to their customers.

- An on-going legal court case on FXPO by Ukrainian government.

- Global Recession pending and hence less need for raw materials and hence steel.

- Only US are able to end this Ukraine War ASAP yet the 'Blob' administration (Both Rep and Dems) has every interest to fuel longer this forever war in Ukraine as John Mearsheimer foresee post November 2024 US elections.

- Peace talks can only start if Ukraine accepts it will lose the 4 oblast regions and Crimea to Russia yet at the moment it's a hard pill for Ukraine and USA to swallow.

- Ukraine is a treasure trove of abundant rare earth minerals and Lithium and both parties are eyeing control over it. Whoever controls Ukraine's resources will grow their wealth or prevent their adversaries from growing too on the world stage. A bit like Afghanistan.

- It's no surprise the FXPO will only be competition against the expensive European or US steel producers so not a prize industry for the West to preserve in this War. Just look at the state of the Mariupol steel works.

- Changing the conscription criteria to push students and female Ukrainians into fighting this war means this war will last longer.

Too many uncertainties to warrant buying FXPO now.